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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,364 | $158,852-86.6% | $121,220-82.4% | $135,380-84.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.66% | -0.64%-6.0pp | 16.94%-23.6pp | 519.81%-526.5pp |
| Employer contribution / active EE | $4,509 | $5,666-20.4% | $4,023+12.1% | $4,779-5.7% |
| Participant deferral / active EE | $12,922 | $4,006+222.6% | $3,345+286.3% | $5,609+130.4% |
| Admin fee / account holder | $8,856 | $6,515+35.9% | $5,021+76.4% | $10,828-18.2% |